How adhering to SFDR sets you apart
- Transparency and Trust: A strong SFDR compliance record showcases your commitment to sustainable investing, building trust with stakeholders and attracting responsible capital.
- Informed Investment Decisions: SFDR's detailed disclosure requirements help identify ESG risks and opportunities, enabling more informed and strategic investment decisions.
- Enhanced Market Position: As investors increasingly favour robust ESG practices, adhering to SFDR can enhance your market position and access to capital.
Leverage EVORA's SFDR experience
EVORA is a leading provider of SFDR compliance solutions, offering a comprehensive suite of services to streamline your SFDR journey:
- Gap Analysis and Readiness Assessment: Evaluate current ESG practices against SFDR requirements and identify key risks and opportunities to prepare for SFDR compliance.
- Strategic ESG Consultancy: Develop and implement comprehensive ESG strategies that align with SFDR goals and adapt to evolving regulatory standards and market expectations.
- Training and Workshops: Equip fund managers and teams with the knowledge and skills needed to maintain ongoing SFDR compliance.
- SFDR Reporting and Disclosure: Manage the entire SFDR reporting process, ensuring timely and accurate submissions. Assist in the preparation of Pre-Contractual and Periodic Disclosures (Annex II, III, IV, and V) for Article 6, 8, and 9 funds. Provide ongoing support for annual SFDR disclosures, including data collection and verification.
Many EU institutional investors now view Article 8 as a baseline requirement for new investment opportunities. Simultaneously, some are opting for more ambitious Article 9 products in their capital allocation, while capital is decreasing for Article 6 funds without sustainability commitments.
Download our free guide on SFDR Fund Positioning Strategy
Learn more about how SFDR can enhance the sustainability of your investments and contribute to a greener future.
Client Success Stories
Discover how we've helped leading investors achieve SFDR compliance and excel in sustainability.
Get started on your SFDR journey
EVORA is committed to helping you navigate the complexities of SFDR compliance, ensuring your investments are not only compliant but also positioned for sustainable growth and long-term success.